Plan Ledger DOL Form 5500 · updated monthly

AP BENEFIT ADVISORS LLCbroker

Benefits brokerage · plan year 2024 · page 2

Reported compensation · 2024
$13.1M

AP BENEFIT ADVISORS LLC was paid $13,125,739 in commissions and fees across 331 employer benefit plans in 2024, as reported on Schedule A ($4,128,608 of it as fees rather than commissions).

Client movement · 2023 → 2024
Gained 106 client planslost 151

Computed from Schedule A filings for 2023 and 2024; a "lost" client may have switched, filed late, or stopped reporting compensation. Track movement across every firm: Plan Ledger Pro.

Client plans · 2024331
Trigo Group MI$32,608
Thlp Co., LLC PA$28,421
Spero Financial SC$27,110
Contec, Inc. SC$23,014
Alg Senior LLC NC$20,945
Lobar, Inc. PA$15,802
Wofford College SC$14,720
Traditions Bank PA$13,265
Donsco, Inc. PA$9,821
H2, LLC PA$8,233

Source: DOL Form 5500 Schedule A Part I broker compensation, plan year 2024. Related legal entities grouped under the AP BENEFIT ADVISORS LLC brand.